Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
AP
3376
Arlington Partners
Alabama
$301M -$52.1M -15% 508
CDIA
3377
Capital Directions Investment Advisors
Georgia
$301M -$28.2M -9% 282
CA
3378
Cumberland Advisors
Florida
$301M -$130M -30% 61
GDP
3379
Great Diamond Partners
Maine
$301M -$58.5M -16% 231
IB
3380
Iyo Bank
Japan
$301M -$37.6M -11% 39
HWMA
3381
Heritage Wealth Management (Arizona)
Arizona
$300M -$69.6M -19% 1,078
RGC
3382
Roberts, Glore & Co
Illinois
$300M -$46.7M -13% 206
OH
3383
Oikos Holdings
New York
$300M -$21.1M -7% 8
FCA
3384
FLC Capital Advisors
California
$300M -$56.3M -16% 166
CCM
3385
Cobalt Capital Management
New Jersey
$300M -$31.1M -9% 51
AL
3386
AIP LLC
New York
$300M -$69.7M -19% 1
RCM
3387
Requisite Capital Management
Texas
$299M -$22.7M -7% 80
MCCP
3388
Mission Creek Capital Partners
California
$299M -$75.6M -20% 235
HI
3389
Hudock Inc
Pennsylvania
$299M -$61M -17% 837
EGWAG
3390
Elwood & Goetz Wealth Advisory Group
Georgia
$299M -$23.2M -7% 70
TCPWM
3391
Traverso Chambers Private Wealth Management
California
$299M -$36.3M -11% 109
FC
3392
Franchise Capital
Cayman Islands
$299M -$64.8M -18% 27
MLM
3393
Mount Lucas Management
Pennsylvania
$299M -$44.7M -13% 138
HPCM
3394
Hein Park Capital Management
New York
$298M -$205M -41% 14
TFA
3395
Tobias Financial Advisors
Florida
$298M +$7.88M +3% 91
SPA
3396
Sentinel Pension Advisors
Massachusetts
$298M +$2.65M +0.9% 98
TF
3397
TRH Financial
Iowa
$297M -$43.3M -13% 79
TB
3398
Terril Brothers
Missouri
$297M -$193M -39% 65
GU
3399
Georgetown University
District of Columbia
$297M -$94.8M -24% 26
SSG
3400
Summit Securities Group
New York
$297M -$36.3M -11% 1,040